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The Truth About Money with Bruce Weinstein

The Truth About Money with Bruce Weinstein

Di: Bruce Weinstein
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Bruce Weinstein and the team bring everything you need to know about retirement and income planning in a fast paced format. Each week, we reveal the latest developments in the financial world to keep you informed of changes that may affect you personally, while sharing some common sense strategies that will help you make the most out of your retirement savings. We are focused on helping investors preserve and grow their assets, increase their income, and reduce taxes.

For more information or to get your own questions answered, call or text (800) 796-9912.

Bruce Weinstein is President and Founder of Premier Southwest Planning Group who specializes in personal finance and estate strategies. The goal of Premier Southwest's process is to help maximize your wealth and help you work towards financial security for you, your family or your small business. They believe whether you are seeking financial security as an individual, a family, or a business, you need the personal financial planning process to help you work towards achieving your financial plan.

We take pride in veering away from the latest Wall Street fads and instead maintain an iron-clad focus on deep value investing. We practice long-term investing. We never get blinded by the amount we can earn from an investment, and we mitigate risk by first focusing on how much we could lose. We measure risks in absolutes, as opposed to relatives. If the market is has turned away from our favor and we can’t find good investment opportunities, we would rather sit on cash than make poor investment choices. This is how we not only build wealth, but also how we protect wealth.

2026 Broadcasting Experts, LLC
Economia
  • Annuity Choices, Survivor Income and Your Retirement Plan
    Oct 24 2026

    An income choice that works for one person may leave a surviving spouse with a very different retirement. Bruce Weinstein and Jackie Selby compare single-life and joint-life annuity options, discuss what to consider with 401(k) savings, and weigh the financial tradeoffs of downsizing a home.

    To discuss your retirement plan with Bruce, call 800-796-9912 or visit Premier Southwest Planning Group.

    Premier Southwest Planning Group, LLC is a registered investment advisor. This program is intended for informational purposes only and is not intended to be investment advice. Views expressed are subject to change based on market and other conditions.

    See omnystudio.com/listener for privacy information.

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    56 min
  • Importance of Life Insurance in Estate Planning.
    Oct 9 2026

    Bruce Weinstein shares expert insights on life insurance, long-term care, and retirement planning, helping listeners make informed financial decisions. Call Bruce at 800-796-9912!

    See omnystudio.com/listener for privacy information.

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    52 min
  • The Importance of Liquidity in Retirement Planning.
    Oct 1 2026

    Bruce Weinstein of Premier Southwest Planning Group discusses the complexities of annuities, long-term care, and asset protection strategies for retirees. This episode offers valuable insights into making informed financial decisions to secure your future. Call Bruce for a one-on-one 800-796-9912.

    See omnystudio.com/listener for privacy information.

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    54 min
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